CMS Energy Corp
CMS- Exchange
- NYSE
- Industry
- Electric & Other Services Combined
- SEC CIK
- 0000811156
In the last 90 days, CMS Energy Corp insiders filed 1 open-market purchase and 0 sales; 821 institutions reported holding it in 13F filings for Q2 2026, worth $24.2B in total; Soros Fund Management is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in CMS Energy Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 664
- +35 vs. Q4 2023
- Shares held
- 279.9M
- −679.8K (−0.2%) vs. Q4 2023
- Total value
- $16.9B
- +$579.7M (+3.6%) vs. Q4 2023
- New holders
- 77
- 232 more added
- Sold out
- 42
- 232 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CMS on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 821 | $24.2B |
| Q1 2026 | 802 | $23.1B |
| Q4 2025 | 801 | $20.5B |
| Q3 2025 | 776 | $21.2B |
| Q2 2025 | 745 | $20.5B |
| Q1 2025 | 734 | $21.5B |
| Q4 2024 | 716 | $18.9B |
| Q3 2024 | 710 | $20.1B |
| Q2 2024 | 686 | $16.6B |
| Q1 2024 | 664 | $16.9B |
| Q4 2023 | 633 | $16.3B |
| Q3 2023 | 618 | $14.7B |
| Q2 2023 | 629 | $16.3B |
| Q1 2023 | 631 | $16.7B |
| Q4 2022 | 636 | $17.2B |
| Q3 2022 | 628 | $15.7B |
| Q2 2022 | 628 | $18.1B |
| Q1 2022 | 636 | $18.6B |
| Q4 2021 | 584 | $17.2B |
| Q3 2021 | 566 | $15.8B |
| Q2 2021 | 575 | $15.5B |
| Q1 2021 | 566 | $15.9B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding CMS Energy Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Susquehanna Fundamental Investments, LLC | 294,144 | $17.7M | 0.83% | +294,144 | New |
| SEI Investments Co | 290,469 | $17.5M | 0.03% | −8,639−2.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 288,761 | $17.4M | 0.03% | +5,400+1.9% | Added |
| Russell Investments Group, Ltd. | 282,099 | $17.0M | 0.03% | −75,437−21.1% | Reduced |
| New York State Teachers Retirement System | 281,426 | $17.0M | 0.04% | −15,668−5.3% | Reduced |
| Public Employees Retirement Association of Colorado | 278,321 | $16.8M | 0.07% | +246,976+787.9% | Added |
| National Bank of Canada | 260,268 | $16.4M | 0.03% | −12,950−4.7% | Reduced |
| Epoch Investment Partners, Inc. | 268,274 | $16.2M | 0.07% | −5,900−2.2% | Reduced |
| Raymond James & Associates | 265,754 | $16.0M | 0.01% | −116,805−30.5% | Reduced |
| Teacher Retirement System of Texas | 265,388 | $16.0M | 0.10% | +251,984+1,879.9% | Added |
| State of Wisconsin Investment Board | 262,227 | $15.8M | 0.04% | +73,152+38.7% | Added |
| Keybank National Association | 255,768 | $15.4M | 0.06% | −14,064−5.2% | Reduced |
| BNP Paribas Arbitrage, SA | 254,177 | $15.3M | 0.02% | −81,374−24.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 252,529 | $15.2M | 0.02% | −567−0.2% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 252,531 | $15.2M | 0.03% | −13,787−5.2% | Reduced |
| Tortoise Capital Advisors, L.L.C. | 250,513 | $15.1M | 0.21% | +250,513 | New |
| US Bancorp | 242,365 | $14.6M | 0.02% | +4,251+1.8% | Added |
| LPL Financial LLC | 230,620 | $13.9M | 0.01% | +2,814+1.2% | Added |
| Greenland Capital Management LP | 213,293 | $12.9M | 2.13% | −8,470−3.8% | Reduced |
| Schroder Investment Management Group | 208,600 | $12.6M | 0.01% | +556+0.3% | Added |
| Westwood Holdings Group Inc. | 202,319 | $12.2M | 0.10% | +30,417+17.7% | Added |
| AE Wealth Management LLC | 193,206 | $11.7M | 0.13% | −41,324−17.6% | Reduced |
| Gabelli Funds LLC | 192,817 | $11.6M | 0.09% | −1,600−0.8% | Reduced |
| Illinois Municipal Retirement Fund | 175,908 | $10.6M | 0.16% | −27,656−13.6% | Reduced |
| Asset Management One Co.,Ltd. | 175,231 | $10.6M | 0.04% | −5,823−3.2% | Reduced |
| New York State Common Retirement Fund | 174,322 | $10.5M | 0.01% | −17,046−8.9% | Reduced |
| Hennessy Advisors Inc | 171,898 | $10.4M | 0.44% | −6,300−3.5% | Reduced |
| First American Trust, FSB | 171,406 | $10.3M | 1.08% | +18,254+11.9% | Added |
| Public Employees Retirement System of Ohio | 171,378 | $10.3M | 0.04% | −1,865−1.1% | Reduced |
| Comerica Bank | 170,800 | $10.3M | 0.04% | −10,302−5.7% | Reduced |
| Eventide Asset Management, LLC | 168,668 | $10.2M | 0.16% | −110,412−39.6% | Reduced |
| Nicholas Company, Inc. | 167,675 | $10.1M | 0.17% | +40,285+31.6% | Added |
| State of Tennessee, Treasury Department | 166,213 | $10.0M | 0.04% | +31,545+23.4% | Added |
| Nisa Investment Advisors, LLC | 164,741 | $9.94M | 0.06% | −99−0.1% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 163,130 | $9.84M | 0.03% | +148+0.1% | Added |
| Great West Life Assurance Co | 161,378 | $9.74M | 0.02% | −1,865−1.1% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 161,060 | $9.72M | 0.62% | −6,006−3.6% | Reduced |
| Manufacturers Life Insurance Company, The | 160,732 | $9.70M | 0.01% | −28,755−15.2% | Reduced |
| Squarepoint Ops LLC | 154,859 | $9.34M | 0.04% | −352,580−69.5% | Reduced |
| Nekton Capital Ltd. | 154,838 | $9.34M | 2.18% | +154,838 | New |
| Omers Administration Corp | 152,500 | $9.20M | 0.11% | 00.0% | Unchanged |
| Trexquant Investment LP | 145,410 | $8.77M | 0.17% | +145,410 | New |
| CIBC Private Wealth Group, LLC | 143,963 | $8.63M | 0.02% | −74,170−34.0% | Reduced |
| Covea Finance | 140,800 | $8.50M | 0.40% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 140,115 | $8.45M | 0.03% | +97,617+229.7% | Added |
| Kettle Hill Capital Management, LLC | 136,214 | $8.22M | 2.00% | +136,214 | New |
| State of New Jersey Common Pension Fund D | 133,894 | $8.08M | 0.02% | −4,293−3.1% | Reduced |
| Bank of Nova Scotia | 131,486 | $7.93M | 0.02% | −500,870−79.2% | Reduced |
| CIBC Asset Management Inc | 130,617 | $7.88M | 0.03% | +726+0.6% | Added |
| Treasurer of the State of North Carolina | 129,940 | $7.84M | 0.03% | +890+0.7% | Added |
| Brasada Capital Management, LP | 129,600 | $7.82M | 1.41% | +80,667+164.9% | Added |
| Howe & Rusling Inc | 128,642 | $7.76M | 0.74% | +36,161+39.1% | Added |
| New England Asset Management Inc | 127,780 | $7.71M | 1.19% | +6,130+5.0% | Added |
| AQR Capital Management LLC | 127,230 | $7.64M | 0.01% | −4,235−3.2% | Reduced |
| Crestline Management, LP | 124,253 | $7.50M | 0.71% | +97,253+360.2% | Added |
| Mattern Capital Management, LLC | 123,466 | $7.45M | 1.01% | +9,696+8.5% | Added |
| Mn Services Vermogensbeheer B.V. | 117,969 | $7.12M | 0.05% | −15,800−11.8% | Reduced |
| NewSquare Capital LLC | 116,277 | $6.91M | 0.61% | +1,270+1.1% | Added |
| Duality Advisers, LP | 114,193 | $6.89M | 0.68% | +108,350+1,854.4% | Added |
| Resona Asset Management Co.,Ltd. | 113,785 | $6.87M | 0.04% | +113,785 | New |
| Voya Investment Management LLC | 110,890 | $6.69M | 0.01% | −2,938−2.6% | Reduced |
| IFM Investors Pty Ltd | 98,898 | $5.97M | 0.07% | +1,423+1.5% | Added |
| Point72 (DIFC) Ltd | 98,232 | $5.93M | 0.46% | +98,232 | New |
| Wellington Management Group LLP | 97,328 | $5.87M | 0.00% | +26,448+37.3% | Added |
| Toronto Dominion Bank | 94,777 | $5.72M | 0.01% | −72,481−43.3% | Reduced |
| Kempen Capital Management N.V. | 92,569 | $5.59M | 0.07% | +10,107+12.3% | Added |
| Natixis Advisors, L.P. | 91,912 | $5.55M | 0.01% | +6,663+7.8% | Added |
| Susquehanna International Group, LLP | 91,619 | $5.53M | 0.01% | −23,391−20.3% | Reduced |
| Stifel Financial Corp | 89,135 | $5.38M | 0.01% | −12,502−12.3% | Reduced |
| HighTower Advisors, LLC | 88,583 | $5.35M | 0.01% | +1,720+2.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 85,045 | $5.13M | 0.06% | +19,803+30.4% | Added |
| Point72 Hong Kong Ltd | 84,582 | $5.10M | 0.26% | +45,245+115.0% | Added |
| Chartwell Investment Partners, LLC | 82,801 | $5.00M | 0.17% | −16,382−16.5% | Reduced |
| Korea Investment CORP | 82,627 | $4.99M | 0.01% | −10,101−10.9% | Reduced |
| Logan Capital Management Inc | 82,539 | $4.98M | 0.21% | +4,812+6.2% | Added |
| Nomura Asset Management Co Ltd | 81,647 | $4.93M | 0.02% | +4,250+5.5% | Added |
| State of Michigan Retirement System | 80,699 | $4.87M | 0.03% | +800+1.0% | Added |
| Calamos Advisors LLC | 80,629 | $4.87M | 0.02% | −140,062−63.5% | Reduced |
| Arizona State Retirement System | 80,249 | $4.84M | 0.03% | +71+0.1% | Added |
| Rockefeller Capital Management L.P. | 77,448 | $4.67M | 0.01% | +77,448 | New |
| Envestnet Portfolio Solutions, Inc. | 77,315 | $4.67M | 0.02% | +7,816+11.2% | Added |
| American International Group, Inc. | 76,972 | $4.64M | 0.02% | +472+0.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 74,719 | $4.51M | 0.01% | +27,053+56.8% | Added |
| Intech Investment Management LLC | 74,273 | $4.48M | 0.06% | +63,281+575.7% | Added |
| Commonwealth Equity Services, LLC | 73,534 | $4.44M | 0.01% | +301+0.4% | Added |
| Van Eck Associates Corp | 72,256 | $4.36M | 0.01% | +2,290+3.3% | Added |
| Wedge Capital Management L L P | 72,096 | $4.35M | 0.07% | −28,092−28.0% | Reduced |
| Guggenheim Capital LLC | 71,187 | $4.30M | 0.03% | +6,445+10.0% | Added |
| First American Bank | 71,059 | $4.29M | 0.32% | +12,002+20.3% | Added |
| Assetmark, Inc | 69,963 | $4.22M | 0.01% | +3,055+4.6% | Added |
| MetLife Investment Management | 68,869 | $4.16M | 0.03% | −1,937−2.7% | Reduced |
| Ausbil Investment Management Ltd | 67,725 | $4.06M | 2.04% | +67,725 | New |
| Raymond James Financial Services Advisors, Inc. | 66,057 | $3.99M | 0.01% | +1,985+3.1% | Added |
| Retirement Systems of Alabama | 64,987 | $3.92M | 0.02% | +684+1.1% | Added |
| DnB Asset Management AS | 64,511 | $3.89M | 0.02% | +3,402+5.6% | Added |
| Pacer Advisors, Inc. | 63,097 | $3.81M | 0.01% | −11,085−14.9% | Reduced |
| Texas Permanent School Fund | 60,851 | $3.67M | 0.03% | +624+1.0% | Added |
| Amalgamated Bank | 60,357 | $3.64M | 0.03% | −11,820−16.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 59,952 | $3.62M | 0.01% | +581+1.0% | Added |
| CI Private Wealth, LLC | 58,495 | $3.53M | 0.01% | +5,110+9.6% | Added |